---
title: NexOne Office | NexOne
description: Administrators and office managers, the NexOne Office knowledge base provides step-by-step guides and best practices to manage agents, review transactions, oversee compliance, and generate reports.
---

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1. [NexOne](https://knowledge.nexone.ca/en-ca)
2. [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office)

# NexOne Office

 Administrators and office managers, the NexOne Office knowledge base provides step-by-step guides and best practices to manage agents, review transactions, oversee compliance, and generate reports.

## Dashboard (New Version)

- [Dashboard](https://knowledge.nexone.ca/en-ca/dashboard)

## Signature (New Version)

- [Signatures](https://knowledge.nexone.ca/en-ca/signatures)

## Listings (New Version)

- [Listings](https://knowledge.nexone.ca/en-ca/listings)

## Buyer Agreements (New Version)

- [Buyer's Agreements](https://knowledge.nexone.ca/en-ca/buyers-agreements)

## Transactions (New Version)

- [Transactions](https://knowledge.nexone.ca/en-ca/transactions)

## Accounting (Not Updated | Old Version)

- [Transactional Account Statement](https://knowledge.nexone.ca/en-ca/transactional-account-statement)
- [Overdue Invoices](https://knowledge.nexone.ca/en-ca/overdue-invoices)
- [Statement of Account / Account Statement](https://knowledge.nexone.ca/en-ca/statement-of-account-/-account-statement)
- [Brokerage Invoices](https://knowledge.nexone.ca/en-ca/brokerage-invoices)
- [Mileage logbook](https://knowledge.nexone.ca/en-ca/mileage-logbook)
- [Tax Report](https://knowledge.nexone.ca/en-ca/tax-report)
- [My Expenses](https://knowledge.nexone.ca/en-ca/my-expenses)
- [Add an Expense](https://knowledge.nexone.ca/en-ca/add-an-expense)

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## Calendar (Not Updated | Old Version)

- [Calendar](https://knowledge.nexone.ca/en-ca/calendar)

## Dashboard (Not Updated | Old Version)

- [Pending Emails](https://knowledge.nexone.ca/en-ca/pending-emails)
- [Portal](https://knowledge.nexone.ca/en-ca/portal)
- [My Objectives](https://knowledge.nexone.ca/en-ca/my-objectives)
- [Active Listing](https://knowledge.nexone.ca/en-ca/active-listing)

## Listings (Not Updated | Old Version)

- [Sending an Email in NexOne Office](https://knowledge.nexone.ca/en-ca/sending-an-email-in-nexone-office)
- [Add a client FINTRAC information](https://knowledge.nexone.ca/en-ca/add-a-client-fintrac-information)
- [Buyer Agreement Status](https://knowledge.nexone.ca/en-ca/buyer-agreement-status)
- [Creating a Buyer Agreement](https://knowledge.nexone.ca/en-ca/creating-a-buyer-agreement)
- [Detailed List](https://knowledge.nexone.ca/en-ca/detailed-list)
- [Creating a Listing Kit](https://knowledge.nexone.ca/en-ca/creating-a-listing-kit)
- [Quick Search- Listings](https://knowledge.nexone.ca/en-ca/quick-search-listing)
- [Listings Section](https://knowledge.nexone.ca/en-ca/listings-section)

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## Transactions (Not Updated | Old Version)

- [How to manage Transaction Report in NexOne Office](https://knowledge.nexone.ca/en-ca/kit-transaction-report)
- [Quick Search - Transactions](https://knowledge.nexone.ca/en-ca/quick-search-transactions)

## Alerts (Not Updated | Old Version)

- [Alerts](https://knowledge.nexone.ca/en-ca/alerts)

## EDM and Signatures (Not Updated | Old Version)

- [Creating / Managing a Form Group - NexOne Office](https://knowledge.nexone.ca/en-ca/creating-/-managing-a-form-group-nexone-office)
- [AuthentiSign to NexOne Office](https://knowledge.nexone.ca/en-ca/authentisign-to-nexone-office)
- [Sending documents from Instanet forms to NexOne Office](https://knowledge.nexone.ca/en-ca/sending-documents-from-instanet-forms-to-nexone-office)
- [Signing session delivery status NOO](https://knowledge.nexone.ca/en-ca/signing-session-delivery-status-noo)
- [Edit Signing Session in NexOne Sign](https://knowledge.nexone.ca/en-ca/edit-signing-session-in-nexone-sign)
- [Activating the electronic signature in NexOne Office](https://knowledge.nexone.ca/en-ca/activating-the-electronic-signature-in-nexone-office)
- [Copy Documents](https://knowledge.nexone.ca/en-ca/copy-documents)
- [My Documents](https://knowledge.nexone.ca/en-ca/my-documents)
- [Invalid Documents to Re-Submit](https://knowledge.nexone.ca/en-ca/invalid-documents-to-re-submit)
- [Documents\*](https://knowledge.nexone.ca/en-ca/doucments)

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## Statistics (Not Updated | Old Version)

- [Agents Statistics](https://knowledge.nexone.ca/en-ca/agents-statistics)

## Contact (Not Updated | Old Version)

- [Delete contacts](https://knowledge.nexone.ca/en-ca/delete-contacts)
- [Importing Contacts](https://knowledge.nexone.ca/en-ca/importing-contacts)
- [Exporting Client List](https://knowledge.nexone.ca/en-ca/exporting-client-list)
- [Create CRM](https://knowledge.nexone.ca/en-ca/create-crm)

## Communications (Not Updated | Old Version)

- [Communications](https://knowledge.nexone.ca/en-ca/communications)

## NexOne Forms (Not Updated | Old Version)

- [Filling out an Editable Form](https://knowledge.nexone.ca/en-ca/filling-out-an-editable-form)
- [Saving Editable Forms](https://knowledge.nexone.ca/en-ca/saving-editable-forms)
- [Searching & Selecting Forms](https://knowledge.nexone.ca/en-ca/searching-selecting-forms)
- [Launching Forms in NexOne](https://knowledge.nexone.ca/en-ca/launching-forms-in-nexone-)
- [Custom Forms NOO](https://knowledge.nexone.ca/en-ca/custom-forms-noo)
- [Date and Time in Forms NOO](https://knowledge.nexone.ca/en-ca/date-and-time-in-forms-noo)
- [From Auto-populating options](https://knowledge.nexone.ca/en-ca/from-auto-populating-options)
- [Form Groups - Savings & Clearing Form Presets](https://knowledge.nexone.ca/en-ca/form-groups-savings-clearing-form-presets)
- [Form Group - Create a Form Group](https://knowledge.nexone.ca/en-ca/form-group-create-a-form-group)

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## Tips & Tricks (Not Updated | Old Version)

- [How to use our interactive report](https://knowledge.nexone.ca/en-ca/how-to-use-our-interactive-report)
- [Pushing Documents from CREA WEBForms to NexOne Office](https://knowledge.nexone.ca/en-ca/pushing-documents-from-crea-webforms-to-nexone-office)
- [CREA WEBForms](https://knowledge.nexone.ca/en-ca/crea-webforms)
- [Tips & tricks](https://knowledge.nexone.ca/en-ca/tips-tricks)
- [Link/Unlink NexOne Office to CREA WEBForms](https://knowledge.nexone.ca/en-ca/link/unlink-nexone-office-to-crea-webforms-)

## Profile (Not Updated | Old Version)

- [EDM settings](https://knowledge.nexone.ca/en-ca/edm-settings)
- [Credit Card](https://knowledge.nexone.ca/en-ca/credit-card)
- [Profile](https://knowledge.nexone.ca/en-ca/profile)

## Financial Picture (old version)

- [Financial Picture](https://knowledge.nexone.ca/en-ca/financial-picture)

- [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent#main-content)

    - [General](https://knowledge.nexone.ca/en-ca/nexone-agent#general)
    - [Accounts & Billings](https://knowledge.nexone.ca/en-ca/nexone-agent#accounts-billings)
    - [Clients](https://knowledge.nexone.ca/en-ca/nexone-agent#clients)
    - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-agent#transactions)
    - [Documents and Forms](https://knowledge.nexone.ca/en-ca/nexone-agent#documents-and-forms)
    - [Electronic Signatures](https://knowledge.nexone.ca/en-ca/nexone-agent#electronic-signatures)
    - [Activities](https://knowledge.nexone.ca/en-ca/nexone-agent#activities)
    - [Calendars and Scheduling](https://knowledge.nexone.ca/en-ca/nexone-agent#calendars-and-scheduling)
    - [Brokerage](https://knowledge.nexone.ca/en-ca/nexone-agent#brokerage)
    - [Teams & Sharing](https://knowledge.nexone.ca/en-ca/nexone-agent#teams-sharing)
    - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-agent#integrations)
    - [Common Trouble Shooting](https://knowledge.nexone.ca/en-ca/nexone-agent#common-trouble-shooting)
    - [what's New?](https://knowledge.nexone.ca/en-ca/nexone-agent#whats-new)
    - [Get a 1-on-1 training](https://knowledge.nexone.ca/en-ca/nexone-agent#get-a-1-on-1-training)
    - [Processing the File for 121QA Service](https://knowledge.nexone.ca/en-ca/nexone-agent#processing-the-file-for-121qa-service)
- [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office#main-content)

    - [Dashboard (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office#dashboard-new-version)
    - [Signature (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office#signature-new-version)
    - [Listings (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office#listings-new-version)
    - [Buyer Agreements (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office#buyer-agreements-new-version)
    - [Transactions (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office#transactions-new-version)
    - [Accounting (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#accounting-not-updated-old-version)
    - [Calendar (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#calendar-not-updated-old-version)
    - [Dashboard (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#dashboard-not-updated-old-version)
    - [Listings (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#listings-not-updated-old-version)
    - [Transactions (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#transactions-not-updated-old-version)
    - [Alerts (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#alerts-not-updated-old-version)
    - [EDM and Signatures (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#edm-and-signatures-not-updated-old-version)
    - [Statistics (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#statistics-not-updated-old-version)
    - [Contact (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#contact-not-updated-old-version)
    - [Communications (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#communications-not-updated-old-version)
    - [NexOne Forms (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#nexone-forms-not-updated-old-version)
    - [Tips & Tricks (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#tips-tricks-not-updated-old-version)
    - [Profile (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office#profile-not-updated-old-version)
    - [Financial Picture (old version)](https://knowledge.nexone.ca/en-ca/nexone-office#financial-picture-old-version)
- [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend#main-content)

    - [General](https://knowledge.nexone.ca/en-ca/nexone-legend#general)
    - [Listings](https://knowledge.nexone.ca/en-ca/nexone-legend#listings)
    - [Clients](https://knowledge.nexone.ca/en-ca/nexone-legend#clients)
    - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-legend#transactions)
    - [Office & Employees](https://knowledge.nexone.ca/en-ca/nexone-legend#office-employees)
    - [Documents & Follow-up](https://knowledge.nexone.ca/en-ca/nexone-legend#documents-follow-up)
    - [Forms](https://knowledge.nexone.ca/en-ca/nexone-legend#forms)
    - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-legend#integrations)
    - [Billing](https://knowledge.nexone.ca/en-ca/nexone-legend#billing)
    - [GoEmail](https://knowledge.nexone.ca/en-ca/nexone-legend#goemail)
    - [Setup](https://knowledge.nexone.ca/en-ca/nexone-legend#setup)
    - [FAQ](https://knowledge.nexone.ca/en-ca/nexone-legend#faq)
    - [Webinar / Ring Central Meeting](https://knowledge.nexone.ca/en-ca/nexone-legend#webinar-ring-central-meeting)
    - [Tips & Tricks](https://knowledge.nexone.ca/en-ca/nexone-legend#tips-tricks)
    - [what's new?](https://knowledge.nexone.ca/en-ca/nexone-legend#whats-new)

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